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Post by EveningOfTheDay on Dec 8, 2015 13:09:59 GMT -5
At this point this is simple masochism, but just as Silentknight, I too have somewhat of a morbid curiosity to see what happens next. Obviously, this has gotten completely out of hand. Even if the shorts are not right, even if MNKD survives, they have brought the stock price to a collapsing point. This plays well into my theory that with out panic selling from retail, shorts might have realized they could simply not cover. Or perhaps they are expecting an offering announcement at any minute and making sure MNKD is forced to issue many more extra shares than we all would like to see. Still a moot point since we are at the bottom of the pit. My guess is that at this point, with no real answers from MNKD, shorts can keep pushing this lower and lower, until something is finally announced. But I am also guessing that shorts might exactly know when an announcement will come and what it will contain.
Last week I was angry, last few days I was just depressed, today I think I am just numb. I do not seem to be feeling anything anymore, so perhaps from this point on it gets a little easier.
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Post by factspls88 on Dec 8, 2015 13:14:24 GMT -5
Eat cupcakes like this guy. By the way, is this Al???  |
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Post by kbrion77 on Dec 8, 2015 13:16:05 GMT -5
At this point this is simple masochism, but just as Silentknight, I too have somewhat of a morbid curiosity to see what happens next. Obviously, this has gotten completely out of hand. Even if the shorts are not right, even if MNKD survives, they have brought the stock price to a collapsing point. This plays well into my theory that with out panic selling from retail, shorts might have realized they could simply not cover. Or perhaps they are expecting an offering announcement at any minute and making sure MNKD is forced to issue as many more extra shares than we all would like to see. Still a moot point since we are at the bottom of the pit. My guess is that at this point, with no real answers from MNKD, shorts can keep pushing this lower and lower, until something is finally announced. But I am also guessing that shorts might exactly know when an announcement will come and what it will contain. Last week I was angry, last few days I was just depressed, today I think I am just numb. I do not seem to be feeling anything anymore, so perhaps from this point on it gets a little easier. I just asked a question in another thread about if there are restrictions on insiders/SNY being able to buy shares at these distressed levels if there is some type of event pending from an agreement that took place. Right now it looks like shorts have covered every angle and basically have no concern about being caught off guard, they have played this perfect as of right now. |
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Post by mssciguy on Dec 8, 2015 13:16:17 GMT -5
At this point this is simple masochism, but just as Silentknight, I too have somewhat of a morbid curiosity to see what happens next. Obviously, this has gotten completely out of hand. Even if the shorts are not right, even if MNKD survives, they have brought the stock price to a collapsing point. This plays well into my theory that with out panic selling from retail, shorts might have realized they could simply not cover. Or perhaps they are expecting an offering announcement at any minute and making sure MNKD is forced to issue as many more extra shares than we all would like to see. Still a moot point since we are at the bottom of the pit. My guess is that at this point, with no real answers from MNKD, shorts can keep pushing this lower and lower, until something is finally announced. But I am also guessing that shorts might exactly know when an announcement will come and what it will contain. Last week I was angry, last few days I was just depressed, today I think I am just numb. I do not seem to be feeling anything anymore, so perhaps from this point on it gets a little easier. Without some kind of angel investor (Al??), not much of a negotiating position. That's what sucks. Not to mention that the internet is littered with garbage hit pieces in every search for "Mannkind" or "Afrezza" ... clearly from the result of the poll, nobody admits to selling here. I truly hope that the California and Danbury facilities are now having meetings where someone authoritative lays down the law: No more BS, no more office politics, we need to get stuff done now. |
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Post by rrtzmd on Dec 8, 2015 13:27:51 GMT -5
Shareholders have less right to complain than warrant holders. I just noticed the warrants were down 77% today to 2 cents a share.
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Post by mcgovernk on Dec 8, 2015 15:10:13 GMT -5
Hi everyone. We are long investors and we just read and don't post as I never felt we had anything useful to add to the conversation. I thought I'd post for the first time since I voted in the poll, but the question was how do your deal with the manipulation, etc? I don't know if this helps anyone, but when the noise gets to us(and sometimes it really does) we visit Afrezzauser.com site. It reminds us of why we invested. He seems genuine and he definitely appears to be fit and healthier. In my opinion, he is a real class act. Visiting his site really helped recently when the articles were posted saying the Tase deal was cancelled. We panicked a bit when we saw some of the stalwarts on the board get nervous, but didn't sell. That's how we deal with the stress of this investment, we focus on those whose lives seem to have been impacted in such a positive way. We are grateful that so many Afrezza users have been willing to share their stories. Afrezza makes people feel better and for that reason alone, we think it will ultimately succeed regardless of the temporary obstacles currently in the way.
We didn't exactly double down today, but we did buy more. We added to our 16yo's Cugma, a small purchase of $500.00 for her. Added 2500 shares to our core so that takes us to 23,750 shares(we have lots from the $1's to the $7's). Even with all the noise lately, our timeline and investment thesis hasn't changed. We plan to re-evaluate after Afrezza has been on the market for at least 18 months. The research my wife did told us that new drug launches take time to gain traction as seems to be the case here. We only invest what we are willing to lose and are diversified so we are still comfortable with our investment(although I did exceed our allocation percentage this morning).
Thanks to all who make this board so interesting. May you all have a Happy and Prosperous 2016.
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Post by mssciguy on Dec 8, 2015 15:24:57 GMT -5
Hi everyone. We are long investors and we just read and don't post as I never felt we had anything useful to add to the conversation. I thought I'd post for the first time since I voted in the poll, but the question was how do your deal with the manipulation, etc? I don't know if this helps anyone, but when the noise gets to us(and sometimes it really does) we visit Afrezzauser.com site. It reminds us of why we invested. He seems genuine and he definitely appears to be fit and healthier. In my opinion, he is a real class act. Visiting his site really helped recently when the articles were posted saying the Tase deal was cancelled. We panicked a bit when we saw some of the stalwarts on the board get nervous, but didn't sell. That's how we deal with the stress of this investment, we focus on those whose lives seem to have been impacted in such a positive way. We are grateful that so many Afrezza users have been willing to share their stories. Afrezza makes people feel better and for that reason alone, we think it will ultimately succeed regardless of the temporary obstacles currently in the way. We didn't exactly double down today, but we did buy more. We added to our 16yo's Cugma, a small purchase of $500.00 for her. Added 2500 shares to our core so that takes us to 23,750 shares(we have lots from the $1's to the $7's). Even with all the noise lately, our timeline and investment thesis hasn't changed. We plan to re-evaluate after Afrezza has been on the market for at least 18 months. The research my wife did told us that new drug launches take time to gain traction as seems to be the case here. We only invest what we are willing to lose and are diversified so we are still comfortable with our investment(although I did exceed our allocation percentage this morning). Thanks to all who make this board so interesting. May you all have a Happy and Prosperous 2016. Very sensible and well reasoned post and in response to your Happy and Prosperous 2016 my avatar returns to Spock's Live Long and Prosper also... |
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Post by kbrion77 on Dec 9, 2015 7:56:26 GMT -5
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Post by mssciguy on Dec 9, 2015 8:05:17 GMT -5
You mean Karp? I did a search for him a while back. He presented at the Michael Milken Institute not long ago... I guess the risk of some jail time comes with the territory. But as far as who had the inside information, GS and Jay Olson were in there with their FUD just a few weeks after launch. (and to be complete about how things got so screwed up, the injection of four trillion dollars into the financial system several years ago had many, many unintended consequences that we cannot and will not understand completely for years and years). Have a great day. |
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Post by kc on Dec 9, 2015 8:09:25 GMT -5
with the constant barrage of fud from specific posters... continuous bombardment. In every post work it harder. as most schmucks will. omg, drugs and alcohol out to an early lead (just cracked my first brew)  Unreal. Just unreal. The big pharmas have these huge corporate centers where there are armed guards and checkpoints protecting their accounting operations from discovery of mischief. We don't have that luxury. Not convinced it's as bad as it seems with the company. The overall economy is a whole different story, globally Happy Hanukkah is correct I feel like Judah and the Maccabees waiting patiently for good things to happen |
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Post by mssciguy on Dec 9, 2015 8:22:15 GMT -5
FWIW -- another "option" for proactivity just posted on stocktwits:
"Contact Sanofi IR --- they will respond"
Is it possible that there is a disconnect between Afrezza awareness on boards like this, and Afrezza awareness at Sanofi? Sure, other studies are just completed or in progress through 2017, but clearly a global demand exists for Afrezza even without a formal global launch (for example, see the distribution of search sources for Afrezza on google trends).
Awareness is ticking up without aggressive marketing by Sanofi, but it's their job to make the Afrezza available to patients.
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Post by rrtzmd on Dec 9, 2015 10:31:49 GMT -5
FWIW -- another "option" for proactivity just posted on stocktwits: "Contact Sanofi IR --- they will respond" Is it possible that there is a disconnect between Afrezza awareness on boards like this, and Afrezza awareness at Sanofi? Sure, other studies are just completed or in progress through 2017, but clearly a global demand exists for Afrezza even without a formal global launch (for example, see the distribution of search sources for Afrezza on google trends). Awareness is ticking up without aggressive marketing by Sanofi, but it's their job to make the Afrezza available to patients. "...for example, see the distribution of search sources for Afrezza on google trends..." Does google trends quantify the actual number of times a topic has been searched? |
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Post by mssciguy on Dec 9, 2015 10:35:46 GMT -5
FWIW -- another "option" for proactivity just posted on stocktwits: "Contact Sanofi IR --- they will respond" Is it possible that there is a disconnect between Afrezza awareness on boards like this, and Afrezza awareness at Sanofi? Sure, other studies are just completed or in progress through 2017, but clearly a global demand exists for Afrezza even without a formal global launch (for example, see the distribution of search sources for Afrezza on google trends). Awareness is ticking up without aggressive marketing by Sanofi, but it's their job to make the Afrezza available to patients. "...for example, see the distribution of search sources for Afrezza on google trends..." Does google trends quantify the actual number of times a topic has been searched? Please ask someone on a google forum that. I don't know. It does show search origin (geographically and web entry points). The point I was trying to make, is that the interest is global. Why a few dropout hedge fund hit piece writers can dominate the media while wringing their hands about US sales only seems absurd, but Sanofi/Brandicourt ain't making it easy for us. |
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Post by mnholdem on Dec 9, 2015 11:00:10 GMT -5
Domain Overview reports that traffic for afrezza.com is up +8461%. You'll notice on the graph that search traffic started accelerating in late October. At this site you will note that you can also check out traffic for Other Countries. Only those that have search traffic will be available (India is showing search traffic) and the rest are greyed out, like you see in the screenprint below for Germany (.DE):
Link: www.semrush.com/info/afrezza.com
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Post by bradleysbest on Dec 9, 2015 11:08:46 GMT -5
It's a start... Awareness is needed among many other things.
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